Texas Financial Advisory provides wealth management and financial planning services to individuals, high-net-worth individuals, corporations, charities, trusts, and retirement plans. They work with independent investment managers to manage client assets. Texas Financial Advisory emphasizes helping clients develop and execute plans to build and preserve wealth. They also host educational seminars.
Assets Under Management$120M
Clients621
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Texas Financial Advisory uses independent investment managers to manage client investments. Here's how the fees work:
- Ashton Thomas: The advisory fee is negotiated, not to exceed 1.50% annually. Third-party asset managers also charge fees, not exceeding 1.49% of the assets managed. Total investment advisory fees will not exceed 2.99% annually. A platform fee of 0.15% applies if no independent manager is used.
- Foundations: The advisory fee ranges from 1.00% to 2.00% annually, and independent managers also charge a fee. The total advisory fee will not exceed 2.99%.
Fees are calculated monthly based on the average daily balance of your account. There is also a $50 annual administrative and technology fee.
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Location
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